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Invesco KBW Property & Casualty Insurance ETF

27 hedge funds and large institutions have $15.4M invested in Invesco KBW Property & Casualty Insurance ETF in 2018 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 5 increasing their positions, 7 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 3

8% more funds holding

Funds holding: 2527 (+2)

2.69% less ownership

Funds ownership: 29.85%27.16% (-2.7%)

23% less capital invested

Capital invested by funds: $20M → $15.4M (-$4.59M)

29% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 7

Holders
27
Holders Change
+2
Holders Change %
+8%
% of All Funds
0.6%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
5
Reduced
7
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MA
1
Mutual Advisors
Nebraska
$4.57M +$256K +4,283 +6%
Morgan Stanley
2
Morgan Stanley
New York
$3.1M -$1.4M -23,456 -30%
LPL Financial
3
LPL Financial
California
$2.4M +$25.1K +420 +1%
CFGS
4
Concourse Financial Group Securities
Alabama
$1.23M +$151K +2,535 +13%
UBS Group
5
UBS Group
Switzerland
$544K -$145K -2,425 -20%
Jane Street
6
Jane Street
New York
$511K -$2.22M -37,184 -80%
Citadel Advisors
7
Citadel Advisors
Florida
$504K +$510K +8,555 New
MFBTD
8
MB Financial Bank - Trust Department
Illinois
$481K
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$463K +$128K +2,148 +36%
Bank of America
10
Bank of America
North Carolina
$430K -$16.6K -278 -4%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$217K +$228K +3,816 New
Janney Montgomery Scott
12
Janney Montgomery Scott
Pennsylvania
$216K
LTFS
13
Ladenburg Thalmann Financial Services
Florida
$200K +$835 +14 +0.4%
Wells Fargo
14
Wells Fargo
California
$97K -$4.59K -77 -4%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$88K
IA
16
IFP Advisors
Florida
$68K
AG
17
Advisor Group
Arizona
$64K -$46K -771 -41%
SJIM
18
St. Johns Investment Management
Florida
$48K
AIC
19
Ameritas Investment Company
Nebraska
$30K +$31.9K +534 New
VCM
20
Vigilant Capital Management
Maine
$26K +$27.9K +467 New
SWM
21
SeaCrest Wealth Management
New York
$25K
OIA
22
Optimum Investment Advisors
Illinois
$23K
Citigroup
23
Citigroup
New York
$21K
PNC Financial Services Group
24
PNC Financial Services Group
Pennsylvania
$20K -$11.8K -197 -36%
PA
25
Parallel Advisors
California
$18K

KBWP Hedge Fund Activity: Q4 2018 in Review

27 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Invesco KBW Property & Casualty Insurance ETF (KBWP) for Q4 2018, worth a combined $15.4M — down 23% from $20M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new KBWP positions and 3 closed out — a net gain of 2 holders — while 5 added to existing stakes and 7 trimmed.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $510K. The largest seller was Jane Street, cutting an estimated $2.22M.

  • 27 institutional investors held Invesco KBW Property & Casualty Insurance ETF (KBWP) as of Q4 2018, up from 25 in Q3 2018.
  • Funds reported $15.4M of Invesco KBW Property & Casualty Insurance ETF stock for Q4 2018, down 23% quarter-over-quarter.
  • 5 funds opened new Invesco KBW Property & Casualty Insurance ETF positions in Q4 2018 and 3 closed out, a net change of +2 holders.
  • The largest Invesco KBW Property & Casualty Insurance ETF buyer in Q4 2018 was Citadel Advisors, an estimated $510K added.
  • The largest Invesco KBW Property & Casualty Insurance ETF seller in Q4 2018 was Jane Street, an estimated $2.22M sold.

Based on aggregated 13F filings for Q4 2018.